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CCLA Investment Management’s Intuit INTU Stock Holding History

CCLA Investment Management’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$148M Buy
222,696
+18,138
+9% +$12M 2.37% 11
2025
Q3 		$140M Buy
204,558
+5,540
+3% +$3.99M 2.23% 20
2025
Q2 		$157K Sell
199,018
-7,615
-4% -$5.15M 0.13% 13
2025
Q1 		$127M Buy
206,633
+3,995
+2% +$2.4M 2.24% 19
2024
Q4 		$127M Buy
202,638
+20,884
+11% +$13.3M 2.02% 20
2024
Q3 		$118M Hold
181,754
– – 1.82% 23
2024
Q2 		$118M Buy
181,754
+1,845
+1% +$1.14M 1.82% 23
2024
Q1 		$117M Sell
179,909
-43,422
-19% -$27.7M 1.8% 23
2023
Q4 		$140M Sell
223,331
-43,193
-16% -$23.8M 2.29% 9
2023
Q3 		$136M Sell
266,524
-3,714
-1% -$1.88M 2.54% 4
2023
Q2 		$124M Buy
270,238
+2,773
+1% +$1.21M 2.2% 11
2023
Q1 		$119M Buy
267,465
+20,096
+8% +$8.25M 2.34% 5
2022
Q4 		$96.3M Buy
247,369
+20,665
+9% +$8.2M 2.17% 11
2022
Q3 		$88M Buy
+226,704
New +$97.9M 2.12% 13

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCLA Investment Management's INTU Position: Q4 2025 in Review

CCLA Investment Management increased its Intuit (INTU) stake by 8.9% in Q4 2025, buying an estimated $12M and bringing the position to 222,696 shares worth $148M. The position accounts for 2.37% of the portfolio, ranked #11.

CCLA Investment Management first reported a position in INTU in Q3 2022 and has held it in 14 quarters since. 2,258 funds tracked by Wall St. Rank hold INTU as of Q4 2025.

  • CCLA Investment Management held 222,696 shares of Intuit worth $148M as of Q4 2025.
  • CCLA Investment Management bought 18,138 Intuit shares in Q4 2025, an estimated $12M.
  • Intuit made up 2.37% of CCLA Investment Management's portfolio in Q4 2025, its #11 holding.
  • CCLA Investment Management first reported a position in Intuit in Q3 2022 and has held it in 14 quarters since.
  • 2,258 funds tracked by Wall St. Rank held Intuit as of Q4 2025.

Based on CCLA Investment Management's 13F filing for Q4 2025, filed 22 Jan 2026.